|
651
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$470K
|
–
|
–
|
–
|
|
|
652
|
Kestra Private Wealth Services
Austin,
Texas
|
$470K
|
+$188K
|
+1,033
|
+61%
|
|
|
653
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$470K
|
-$1.44M
|
-7,911
|
-74%
|
|
|
654
|
Investment Advisory Group
Hanover,
Massachusetts
|
$468K
|
+$727
|
+4
|
+0.1%
|
|
|
655
|
Grant Private Wealth Management
Pleasanton,
California
|
$466K
|
–
|
–
|
–
|
|
|
656
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$465K
|
+$127K
|
+700
|
+35%
|
|
|
657
|
Freestone Grove Partners
San Francisco,
California
|
$463K
|
+$489K
|
+2,690
|
New
|
|
|
658
|
Principal Securities
Des Moines,
Iowa
|
$461K
|
–
|
–
|
–
|
|
|
659
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$459K
|
-$10.5K
|
-58
|
-2%
|
|
|
660
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$455K
|
+$101K
|
+556
|
+27%
|
|
|
661
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$442K
|
+$1.64K
|
+9
|
+0.4%
|
|
|
662
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$438K
|
-$5.63K
|
-31
|
-1%
|
|
|
663
|
State of Wyoming
Cheyenne,
Wyoming
|
$437K
|
-$46.4K
|
-255
|
-9%
|
|
|
664
|
Fidelis Capital Partners
Tampa,
Florida
|
$435K
|
+$80.5K
|
+443
|
+20%
|
|
|
665
|
Grandfield & Dodd
New York
|
$434K
|
–
|
–
|
–
|
|
|
666
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$430K
|
-$133K
|
-731
|
-23%
|
|
|
667
|
|
$430K
|
+$28K
|
+154
|
+7%
|
|
|
668
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$419K
|
+$8.54K
|
+47
|
+2%
|
|
|
669
|
Segment Wealth Management
Houston,
Texas
|
$417K
|
+$65.3K
|
+359
|
+17%
|
|
|
670
|
Level Four Advisory Services
Dallas,
Texas
|
$416K
|
-$38.2K
|
-210
|
-8%
|
|
|
671
|
Florida Financial Advisors
Tampa,
Florida
|
$415K
|
+$10.2K
|
+56
|
+2%
|
|
|
672
|
Profund Advisors
Bethesda,
Maryland
|
$415K
|
-$35.4K
|
-195
|
-7%
|
|
|
673
|
|
$412K
|
-$36.4K
|
-200
|
-8%
|
|
|
674
|
NewEdge Advisors
New Orleans,
Louisiana
|
$412K
|
-$5.63K
|
-31
|
-1%
|
|
|
675
|
Fiduciary Trust
Boston,
Massachusetts
|
$405K
|
+$34K
|
+187
|
+9%
|
|
